Senior Financial Portfolio Manager
3 days ago
We are looking for an experienced Accounts Senior or Client Manager to join our team at Trial Balance. The successful candidate will take ownership of a diverse portfolio of clients, providing expert advice on statutory accounts preparation, personal and corporate tax compliance, bookkeeping, VAT, management accounting, company secretarial services, incorporations, tax planning, and business advisory work.
With a strong background in practice settings, the ideal candidate will have current experience in statutory accounts preparation, personal and corporate tax compliance, bookkeeping, VAT, management accounting, company secretarial services, incorporations, tax planning, and business advisory work.
The salary for this role is estimated to be around £60,000 - £80,000 per annum, depending on experience, with a competitive benefits package and flexible working practices.
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Senior Financial Portfolio Manager
1 month ago
Barnstaple, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeTaylor Rose Recruitment Ltd is proud to present an exceptional opportunity for a skilled Accounts and Tax professional to take on a Senior Financial Portfolio Manager role in North Devon.As a key member of our team, you will be responsible for managing a portfolio of clients, preparing and reviewing year-end financial statements, and ensuring tax compliance....
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Diverse Client Portfolio Manager
1 month ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob Summary: We are looking for a skilled Financial Professional to join our team as a Senior or Client Manager. The successful candidate will be responsible for managing a diverse portfolio of clients, providing expert advice on various financial matters, and developing strategic plans to drive business growth.">Key Responsibilities: - Provide expert advice...
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Finance Portfolio Manager
4 weeks ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob OverviewTrial Balance seeks a Finance Portfolio Manager to oversee client portfolios for tax and accounting compliance. This includes financial statement preparation, tax computations, and VAT return review. The successful candidate will be responsible for managing staff, workflow, and client correspondence. Key responsibilities include providing...
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Financial Manager
4 weeks ago
Barnstaple, Devon, United Kingdom Nicholas Associates Group Limited Full timeJob DescriptionWe are seeking an experienced Financial Manager to join our team in Barnstaple. As a key member of the management team, you will play a crucial role in managing client relationships and leading a team of accountants.About the Role:Supervise a team of accountants and manage workflow through the office.Oversee a portfolio of clients to ensure...
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Senior Financial Manager
3 days ago
Barnstaple, Devon, United Kingdom Calvert Exmoor Full timeOverviewCalvert Exmoor is a renowned registered charity that offers unique breaks and activities for children, adults, families, and groups with disabilities. Our mission is to provide stimulating, exciting, and accessible experiences in a safe and enjoyable environment.Job DescriptionWe are seeking an experienced Senior Management Accountant to join our...
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Senior Financial Professional
1 month ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeCompany Overview: Trial Balance is a forward-thinking firm that values innovation, teamwork, and client satisfaction.">Job Description: We are seeking an experienced Senior or Client Manager to lead a diverse portfolio of clients, providing expert advice on statutory accounts preparation, personal and corporate tax compliance, bookkeeping, VAT, management...
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Senior Financial Planner
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeJob OverviewWe are seeking an experienced Financial Advisor to join our team in a home-based role. The successful candidate will have the opportunity to work with a highly respected IFA firm, providing quality leads and existing clients.This is a unique opportunity to grow your client base and contribute to the firm's success, which has been featured in the...
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Senior Portfolio Manager
2 weeks ago
Barnstaple, Devon, United Kingdom Systems Engineering & Assessment (SEA) Full timeWe are seeking an experienced Senior Project Manager to join our team at Systems Engineering & Assessment (SEA). As a key member of our project management team, you will be responsible for leading and managing our highest-risk and most complex projects, ensuring their successful delivery and driving business growth.About the Job:The successful candidate will...
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Senior Financial Advisor Position
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timePursue a fulfilling career as a senior financial advisor with our prestigious company in Barnstaple. This is an exciting opportunity for experienced professionals to join our team on a full-time employed basis, working from home with high-quality leads and existing clients provided.About the FirmWe are a leading IFA firm constantly striving to enhance our...
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Financial Leadership Expert
4 weeks ago
Barnstaple, Devon, United Kingdom Jobit Full timeJob OverviewThis senior role involves leading and developing a team of accountants to ensure accurate tax and accounting compliance. The successful candidate will oversee client portfolios, prepare financial statements, and provide strategic advice on tax minimisation and profit maximisation.The ideal candidate will have 5 years' managerial experience and be...
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Senior Financial Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full timeAre you a highly motivated professional looking for a new challenge in financial services? As a Senior Financial Consultant with Cathedral Appointments, you will have the opportunity to work with clients in the South West, providing expert advice on wealth management and helping them achieve their financial goals.Key Responsibilities:Achieve fee income...
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Senior Wealth Management Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000Senior Financial Planning PositionPremier Jobs UK Limited invites applications for a Senior Financial Planning role, requiring a highly skilled Financial Advisor to work from home with a consistent stream of quality leads and existing clients. This unique opportunity allows the successful candidate to contribute to the growth and success of a respected IFA...
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Senior Accounts Professional
4 weeks ago
Barnstaple, Devon, United Kingdom RHL Full timeRHL is seeking a highly experienced Senior Accounts Professional to lead their client services team. This individual will be responsible for supervising team members, managing office workflow, and developing and mentoring junior staff.With at least 5 years of experience in team management and a proven track record in an Account Manager role, the successful...
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Senior Financial Services Professional
3 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeCompany Overview">Premier Jobs UK is a leading recruitment agency specialising in financial services. We have an exciting opportunity for a qualified Financial Advisor to join our client's team, based from home with quality leads and existing clients provided.">Job Description">This unique role involves working as a self-employed Financial Advisor, providing...
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Senior Financial Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeJob OverviewA highly respected IFA firm is seeking a Senior Financial Consultant to join their team based from home near Barnstaple, with quality leads and existing clients provided.This opportunity offers a unique chance to work with a successful company that continually improves its client proposition and features in the industry press.
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Senior Management Accountant
3 weeks ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob Title: Senior Management AccountantTrial Balance Consulting is looking for a highly skilled Senior Management Accountant to join their finance team in North Devon. As a key member of the team, you will play a crucial role in driving financial performance and informing strategic decisions.Key Responsibilities:Develop and maintain financial models to...
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Compliance and Financial Management Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom Additional Resources Full timeAn exciting job opportunity exists for a Compliance and Financial Management Specialist to join a reputable legal firm. This permanent position offers attractive benefits and a competitive salary range of $55,000 - $75,000 per year, based on experience.The Key Responsibilities Include:Processing client transactions and maintaining accurate account...
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Financial Planning Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeUnique Opportunity for a Home-Based Financial AdvisorThis role presents an exceptional chance for an experienced Financial Advisor to join a highly respected IFA firm. Based from home, you will have quality leads and existing clients provided, allowing you to focus on delivering excellent client service.The ideal candidate will be a Level 4 Diploma qualified...
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Financial Management Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom Trial Balance Full time**Job Description**We are seeking a highly motivated and experienced Management Accounting Manager to join our team. As a senior member of staff, you will be responsible for managing a small team and overseeing the financial operations of the business.You will be required to plan, undertake, and supervise assignments, manage client specific projects, and...
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Senior Financial Advisor Role
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeHiring Experienced Financial Professionals in BarnstapleAbout This PositionWe are recruiting highly experienced Financial Advisors to join our team on a full-time employed basis, based in Barnstaple. As a Financial Advisor, you will work from home with access to quality leads and existing clients.This is an exciting opportunity to work with a respected IFA...